Outlook Wealth Advisors, LLC

Position in MA — Mastercard Inc

CIK 1767151 SHENANDOAH, TX

Position in MA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$693,360

-$4,665 QoQ

Shares Held

1,350

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#2,326

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $3,205,728 across 5 Credit Services names. MA ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,679	$1,262,228
2	AXP	American Express Co	2,127	$719,457
3	MA	Mastercard Inc This page	1,350	$693,360
4	OMF	OneMain Holdings, Inc.	4,657	$283,937
5	WU	Western Union CO	32,045	$246,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,360	1,350	-3.4%	Shares	Sole	2026-08-03
2026-03-31	$698,025	1,397	-0.2%	Shares	Sole	2026-04-17
2025-12-31	$799,232	1,400	-1.4%	Shares	Sole	2026-02-11
2025-09-30	$807,710	1,420	-11.6%	Shares	Sole	2025-10-30
2025-06-30	$903,037	1,607	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$876,443	1,599	-0.4%	Shares	Sole	2025-04-14
2024-12-31	$845,671	1,606	+10.3%	Shares	Sole	2025-01-14
2024-09-30	$718,972	1,456	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$639,240	1,449	+1.2%	Shares	Sole	2024-07-18
2024-03-31	$689,608	1,432	+27.0%	Shares	Sole	2024-04-22
2023-12-31	$481,103	1,128	+33.6%	Shares	Sole	2024-01-29
2023-09-30	$334,148	844	+19.4%	Shares	Sole	2023-10-10
2023-06-30	$278,063	707	-3.7%	Shares	Sole	2023-07-10
2023-03-31	$266,742	734	-2.9%	Shares	Sole	2023-04-18
2022-12-31	$262,883	756	0.0%	Shares	Sole	2023-02-14
2022-09-30	$214,961	756	+0.7%	Shares	Sole	2022-10-25
2022-06-30	$236,925	751	+3.3%	Shares	Sole	2022-07-28
2022-03-31	$259,815	727	+5.4%	Shares	Sole	2022-07-28
2021-12-31	$247,930	690	+0.7%	Shares	Sole	2022-01-21
2021-09-30	$238,160	685	-1.7%	Shares	Sole	2021-10-22
2021-06-30	$254,467	697	-63.7%	Shares	Sole	2021-07-21
2021-03-31	$682,903	1,918	-12.5%	Shares	Sole	2021-05-04
2020-12-31	$782,769	2,193	+0.0%	Shares	Sole	2021-02-04
2020-09-30	$741,268	2,192	+1.0%	Shares	Sole	2020-11-10
2020-06-30	$641,669	2,170	+3.5%	Shares	Sole	2020-07-17
2020-03-31	$506,309	2,096	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.